Financial Planning & Investments
Available through CUSO Financial Services, L.P.
Jack Vadnais, a CERTIFIED FINANCIAL PLANNER™ professional, has been helping the people of Western Massachusetts focus on goal based financial planning since 1998.
Born and raised in Western Massachusetts, Jack is the youngest of seven children and the proud uncle of 18 nieces and nephews who he spends time with them whenever he gets the chance. When he is not working or spending time with his family, Jack enjoys working out at the gym, running, and playing golf.
He began his career after completing his Bachelor of Arts in History at Bridgewater State College and a two-year stint in the U.S. Navy, where he served honorably as an Engineman Third Class. His objective is to help clients understand not just the recommendations he is making to them, but why he is making them, and how those recommendations are specific to their unique situation.
Jack holds his Series 7, 63, 66 and 24 licenses as well as Life, Accident, and Health Insurance licenses. Jack can conduct securities and insurance business in MA and CT.
The road to financial freedom is a journey; let Freedom Credit Union and Jack Vadnais, CFP®, help you get there. Schedule your free, no-obligation meeting with Jack; he’ll give you access to the resources and professional experience to help you build a strong financial future with a plan tailored to your individual needs, he’s ready to put his experience to work for you.
Jack Vadnais, CFP®
Financial Advisor
CUSO Financial Services, L.P.
at Freedom Credit Union
(413)750-5724 office
(413)575-5483 cell
jack.vadnais_freedomcu@cusonet.com
Investment products and services offered through CUSO Financial Services, L.P. (CFS), an independent broker/dealer, are not NCUA/NCUSIF insured, investments not Credit Union guaranteed and may lose value. Representatives are registered through CFS. (Member FINRA/SIPC)
